QUINSTREET, INC — Form 8-K
Filed August 6, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
QuinStreet reported fiscal year 2026 revenue of $1.3B (up 18% YoY) and net income of $81.2M (up 1,626% YoY), with adjusted EBITDA of $112.5M (up 38% YoY). Q4 FY2026 revenue reached $373.9M (up 43% YoY) with adjusted EBITDA of $41.4M (up 87% YoY). For FY2027, management guided to revenue of $1.45–$1.55B (16% growth midpoint) and adjusted EBITDA of $150–$160M (38% growth midpoint). The company also took on $70M in debt and repurchased $31.4M of common stock during the year.
Why this rating
Strong execution with revenue/EBITDA growth well above market; guidance maintains momentum. Debt addition and M&A ($105M spent) show strategic aggressiveness. Relative to $676M market cap, $1.3B revenue and $81M net income represent material scale-up. Margin expansion (38% EBITDA growth vs. 18% revenue growth) demonstrates operational leverage. However, forward guidance at 16% growth represents deceleration from current 18–43% run-rate, warranting moderate-to-significant rather than transformational assessment.
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